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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,818 | $82,630-78.4% | $64,105-72.2% | $125,388-85.8% |
| Participation rate | 61.5% | 75.9%-14.3pp | 68.2%-6.6pp | 83.2%-21.7pp |
| Annual return | -4.51% | 1489.72%-1494.2pp | 791.24%-795.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,262 | $6,382-48.9% | $4,499-27.5% | $9,541-65.8% |